The SmartVault PDF Print Driver lets you send documents directly to SmartVault from Windows File Explorer, your desktop, or any software application that supports printing.
By selecting routing criteria—such as client, engagement type, frequency, and document type—you can automatically file documents into the correct folder in SmartVault.
Note for Thomson Reuters® UltraTax Users
If you're using UltraTax, the steps referred to in this article might not be the most efficient for printing tax documents. For detailed guidance, see Getting Started with SmartRouting.
Auto-Filing a Document
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Open the document you want to upload.
Note
If your file is already in PDF format, you can still upload it by saving it in the Upload to SmartVault folder under My Documents, then continue to step 4.
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Print the file.
- From the list of available printers, select SmartVault PDF Printer, and then click OK.
- From the list of available printers, select SmartVault PDF Printer, and then click OK.
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Sign in to the SmartVault Desktop.
- When prompted, sign in to your SmartVault account.
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Select a SmartVault location.
- A window appears showing available SmartVault locations. Click Auto-Filer.
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Enter the criteria used to route your document:
- Account
- Client
- Engagement type (and engagement period, if applicable)
- Tag (Document Type)
Tags help SmartVault automatically organize your files by document type. To learn more about creating and managing tags, see Tagging Your Documents in SmartVault. -
Review the file details.
- Edit the file name or description if needed.
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Click Upload.
- SmartVault will automatically route your document to the correct folder based on the criteria you entered
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Confirm the upload.
- Open SmartVault Connected Desktop and verify that your document has been filed in the correct location.